What Is A Healthy Financial Transition?

Divorce, death, disability, loss of job, sudden wealth and sudden loss are examples of typical life transitions that include monetary considerations. Earlier I described Bill Bridges’ transition process including the three phases: an ending, a neutral zone and a new...

5-Minute Try It: Embracing Space

Minute one: Sit comfortably in a chair. Locate your buttocks on the cushion and your feet on the floor. Lengthen your spine and bring your breath gently down to your belly center. Close your eyes if you desire. Minute two: Pay attention to your breath in your belly....

Receiving Money … As A Genuine Gift Or A Tax Transfer

At a recent financial planning conference, I attended a session on the current rules of our estate tax system. Our current estate tax rules, the most simple ever, are “in place” for two years, at the end of which I strongly suspect our lawmakers will make more...

5-Minute Try It: Growing Gratitude

Minute one: Write unedited on a blank piece of paper the people, places, things and experiences that you appreciate. Minute two: Review your list and select one entry on your list to appreciate. Bring to mind a visual of your selection. Minute three: Place your full...

Money Influence

You know and are reminded that your beliefs and behavior around money have been strongly influenced by others, particularly from your childhood. You see that this money influence can either support you in your evolution or undermine you by aligning with ego. Even if...